Series 66: Qualified Employer-Sponsored Plans

Taken from our Series 66 Online Guide

Qualified Employer-Sponsored Plans

A qualified retirement plan is one that satisfies the Internal Revenue Code. That means the provisions in the plan document must satisfy the requirements of the Code and the plan must follow those plan provisions. A qualified plan allows the participant (the employee) and the sponsor (the employer) to make allowed deduction

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So, on this exam [Series 66] I used both your material and Kaplan. mainly because the bank had already paid for kaplan and I had grown accustom to your laid back writing style along with a great mp3 version of the book. Anyway, I got a fair amount of questions from both the kaplan material and your material before taking the test. I have to say that your material matched more closely to the test than I ever would have expected. I will be coming back to Solomon exam prep for ALL of my exam prep needs. :-) Thanks!

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Eric Dicken, BB&T Investments, Winterville, NC